See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,571 | $165,335+133.8% | $149,696+158.2% | $158,922+143.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 18.34% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $6,163 | $5,103+20.8% | $4,644+32.7% | $4,761+29.4% |
| Participant deferral / active EE | $11,141 | $7,181+55.1% | $6,842+62.8% | $5,982+86.2% |
| Admin fee / account holder | $2,908 | $10,807-73.1% | $9,309-68.8% | $11,246-74.1% |